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KoreanOLED Panel Revenues Up 2% YoY in Q1 2025; Outlook for 2025 Remains Flattish Amid Tariff, Macro Environment Concerns
July 9, 2025In Q1 2025, OLED panel shipments and revenues increased 4% YoY and 2% YoY, respectively. Most of the unit growth during the quarter was across TVs, tablets, monitors and smartphones, whereas OLED notebook PCs saw a decline. For the full year 2025, we forecast overall OLED panel unit growth of 4%. But revenues will remain flat mainly due to panel ASP declines across all applications, with the smartphone ASP declining 2% YoY.Read More